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Author: greenmartian4 Big gold star, 5000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 23718  
Subject: Re: Falling Knife--St Jude Date: 10/8/2009 2:00 PM
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just an off-hand question, but why favor this one over - say - JNJ? They all seem to trade for similar valuations (13x) but at least with JNJ you get wide diversification, a nice dividend, and as good or better financial metrics. Course, top line is not comparable, but you are unlikely to get specific product issues either - at least in total. Plus, I know for sure that the consumer side is absolutely undervalued (even if a smallish part of the company's business), though no clue on what would ever unlock it.

I am likely just trying to justify my own moves. I own a bit position in MDT and as much it seems attractive at current prices I can't bring myself to own anymore. A problem with my own ignorance mostly, though being blunt JNJ is no easier to grasp either with 61b in revenue), but I own an outsized position in JNJ so....

anyway, you are a treasure kitkat. Thanks for the previous post.
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